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General Information, Media Advisory, Student Spotlight

LSU Department of Finance Offers CFP Board Financial Planning Program

09/30/2011 01:25 PM

BATON ROUGE – LSU’s Department of Finance has registered with the Certified Financial Planner Board of Standards Inc., or CFP Board, to provide a new financial planning undergraduate specialization.


According to Department of Finance Chair Carlos Slawson, the addition of this CFP Board-Registered Program is another example of the E. J. Ourso College of Business’ commitment to its students.


“CFP Board application process for programs is extremely rigorous and thorough,” Slawson said. “We are pleased that our application was accepted and that we can now provide another top-notch offering to our students.”


Students who complete the financial planning pathway at LSU will be eligible to sit for the national CFP Certification Examination administered by the CFP Board.


“CFP Board is pleased to have an educational institution of the caliber of Louisiana State University now offering its approved financial planning curriculum,” said Charles A. Moran, CFP, chair of CFP Board’s board of directors. “As student interest in financial planning as a career continues to grow, we anticipate that LSU’s Department of Finance’s program will contribute significantly to the number of qualified candidates seeking to sit for the CFP exam.”


In considering a school’s application to register a program, the CFP Board compares the program with the financial planning-related topics identified in extensive, periodic job-task analysis studies. The job-task analyses survey financial planning professionals to determine areas students should master in order to provide competent, ethical financial planning services.


The topics to be mastered can be categorized into the following broad subject areas: general principles of financial planning, insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.


“The members of the Baton Rouge Financial Planning Association are excited about the introduction of the new CFP Board-Registered Program at LSU,” said Chad Olivier, CFP, president of the Baton Rouge Financial Planning Association. “Our members have been awaiting a program like this at LSU for quite some time. The students enrolled in this program will graduate ready to provide high-quality financial planning services to the public, and the Baton Rouge FPA will help promote these students to local firms for hire upon graduation. We will work with the program and CFP Board-Registered Program Director Fran Lawrence to provide local community support for the professors and students.”


According to Olivier, the program will provide students with the education they need to start their careers as financial advisors and to become certified financial planner professionals.


“Most advisors take years to complete the education program,” Olivier said. “Having the opportunity to complete training through a degree will give LSU students a leg up in the industry.”


For more information about this new offering, contact Fran Lawrence, CFP Board-Registered Program director, at or 225-578-6291.


Certified Financial Planner Board of Standards Inc. is a nonprofit certification and standards-setting organization whose mission is to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The board of directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP professionals and other stakeholders. CFP Board owns the CFP certification trademarks in the United States and awards the right to use those trademarks to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 63,000 individuals to use these marks in the United States.  Learn more about CFP Board, CFP certification and financial planning at


The Department of Finance at LSU’s E. J. Ourso College of Business is both a CFP Board-Registered Program and a CFA Program Partner offering high quality curricula for undergraduate and graduate students interested in careers in corporate finance, asset management, real estate, insurance, banking, financial planning and business law. Aiming to create exciting educational opportunities for its students, the department employs tools such as the Securities Markets Analysis Research and Trading, or SMART, Lab. This 44-station simulated interactive trading floor enables students to gain practical experience in the fast-paced world of securities analysis, research and trading. Additionally, the Department of Finance encourages, supports and conducts research in real estate by housing the nationally renowned Real Estate Research Institute. For more information, visit, call 225-578-6291, or email

E. J. Ourso College of Business